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Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $540M AUM 1,429 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 802 New 312 Added 119 Reduced 64 Exited
Page 2 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HONEYWELL INTL INC 25.0 $6K 0.00% NEW $221.76
22 CID HOLDCO INC 2,735.0 $5K 0.00% NEW $1.85
23 IWS ISHARES TR 25.0 $4K 0.00% NEW $164.88 +4.2%
24 TRULIEVE CANNABIS CORP 416.0 $4K 0.00% NEW $9.54
25 CARNIVAL CORP LTD 139.0 $4K 0.00% NEW $28.53
26 INTC INTEL CORP Technology 31.0 $4K 0.00% NEW $127.03 -30.8%
27 VOE VANGUARD INDEX FDS 18.0 $4K 0.00% NEW $198.28 +5.5%
28 EFG ISHARES TR 27.0 $3K 0.00% NEW $122.78 +2.0%
29 BAI BLACKROCK ETF TRUST 60.0 $3K 0.00% NEW $49.50 -12.5%
30 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3.0 $3K 0.00% NEW $915.33 -12.1%
31 BLCR BLACKROCK ETF TRUST 52.0 $3K NEW $50.15 -2.5%
32 GS GOLDMAN SACHS GROUP INC Financial Services 2.0 $2K NEW $1020.00 +1.8%
33 SNDK SANDISK CORP Technology 1.0 $2K NEW $2033.00 -26.1%
34 FIX COMFORT SYS USA INC Industrials 1.0 $2K NEW $1866.00 -13.3%
35 APP APPLOVIN CORP Technology 3.0 $2K NEW $564.67 -46.7%
36 FLEX FLEX LTD Technology 11.0 $2K NEW $153.55 -29.9%
37 SEABRIDGE GOLD INC 61.0 $2K NEW $26.11
38 CSX CSX CORP Industrials 31.0 $1K NEW $48.35 +6.7%
39 MRVL MARVELL TECHNOLOGY INC Technology 5.0 $1K NEW $272.20 -15.0%
40 GWW WW GRAINGER INC Industrials 1.0 $1K NEW $1339.00 -1.5%
Page 2 of 41  ·  802 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.5%
Technology 23.0%
Consumer Cyclical 9.6%
Industrials 4.9%
Communication Services 2.8%
Healthcare 2.4%
Energy 1.6%
Consumer Defensive 0.4%
Utilities 0.3%
Basic Materials 0.2%